Quick Answers About Zonitel
Browse 113 quick answers across 16 topics, with one question for each guide and a direct link to the full article.
Choose a topic and open a question for a brief answer and its full guide. Available features depend on your services and permissions.
Office Portal
How do I switch between business locations?
Use the location selector beside the page title; save any unfinished work before switching.
Read the full guide βWhere can I see calls happening right now?
Open Calls β Active Panel-Calls to see live call activity and extension status, according to your permissions.
Read the full guide βCan I listen to and download a call recording?
Yes. Find the call in Calls β All Calls and use Play or Download when a recording is available.
Read the full guide βGetting Started
Can I keep my current business number?
Yes, if it is eligible for transfer; keep your current service active until the transfer is confirmed complete.
Read the full guide βWhen should I cancel my previous phone service?
After the number transfer is complete and your new service is tested; confirm any separate cancellation requirements with your previous provider.
Read the full guide βHow do I get started with Zonitel?
Contact our team with your numbers, users, locations and business hours to plan your setup and activation.
Read the full guide βDo I need a long-term contract?
Zonitel offers month-to-month service; review your proposal and applicable terms before activation.
Read the full guide βCan I get a new local or toll-free number?
Yes. Our team can help you choose an available number and confirm the services you need.
Read the full guide βWhat should I test on my first day?
Check access, numbers, calls, voicemail and business hours; also test messaging and fax when included.
Read the full guide βCall Flow & Routing
Can I forward my extension to another number?
Yes. Dial *72 and follow the prompts; dial *73 from the same extension to turn forwarding off.
Read the full guide βCan I listen to voicemail in the portal?
Yes. Open Calls β Voicemail to play messages in the mailboxes you can access.
Read the full guide βCan my extension ring several destinations in order?
Yes. Enable Follow Me in the extension settings and use Delay and Timeout to control the ringing sequence.
Read the full guide βCan callers press a key to reach a department?
Yes. Create a Phone Menu (IVR), assign each key a destination and connect the menu to your incoming call flow.
Read the full guide βCan I record my voicemail greeting from my desk phone?
Yes. Dial *97, enter your mailbox PIN and follow the spoken greeting options to record, save and activate it.
Read the full guide βCan several phones ring for the same call?
Yes. A Ring Group can ring multiple extensions or allowed external numbers, together or in a sequence.
Read the full guide βWhere do I change a mailbox greeting or notification email?
Open your numberβs Call Flow β Voicemails and edit the mailbox your callers actually reach.
Read the full guide βCan calls go somewhere different after business hours?
Yes. Business Hours lets you choose destinations for open hours and for calls outside that schedule.
Read the full guide βWhere do I choose the first destination for incoming calls?
Open the numberβs Call Flow and check Select Action for Incoming Calls; newly created menus must be connected to that route.
Read the full guide βCan a phone menu send callers a text with my information?
Yes. Configure the numberβs IVR text and connect a menu key to Send Automated SMS; the numbers must support messaging.
Read the full guide βCan I create a phone greeting from written text?
Yes. In Call Flow β Recordings (Audios), choose Create from text, preview the voice and save the recording.
Read the full guide βWhat should I check when calls reach the wrong destination?
Confirm the location and number, then review forwarding and the saved call flow against one specific test call.
Read the full guide βCan I change call routing for a holiday or temporary closure?
Yes. Save the original destination, switch to the temporary route and restore the original when you reopen.
Read the full guide βConversations
Can I send the same text to several customers?
Yes. Use Group Messages with contacts or lists whose recipients have agreed to receive those messages.
Read the full guide βCan missed callers receive an automatic text reply?
Yes. Enable SMS-Reply for Missed Calls in the numberβs Text Messages settings and configure the appropriate responses.
Read the full guide βCan I text customers from my business number?
Yes, when messaging is enabled and the required approval is complete; send and receive texts in Conversations β Inbox.
Read the full guide βHow can I reduce avoidable SMS filtering problems?
Use documented consent, recognizable messages and accurate contact lists; review delivery results and honor stop requests.
Read the full guide βCan incoming texts trigger an automatic reply or email alert?
Yes. Configure the auto-reply and email notification separately in each numberβs Text Messages (SMS) settings.
Read the full guide βWhat do I need before launching business SMS?
Prepare consent records, program disclosures, opt-out handling and the registration or verification required for your sending numbers.
Read the full guide βDoes a missing text always mean it was marked as spam?
No. Sender setup, recipient eligibility, attachments and missing delivery confirmation can also explain the result.
Read the full guide βCan I send an image to several customers at once?
Yes. Attach the image in Group Messages β New Message, then review recipients, sender and message use before sending.
Read the full guide βWhere can I see customers who unsubscribed?
Check Conversations β Group Messages β Opted-Out (Unsubscribed) and search for the recipient.
Read the full guide βCan I save text that my team uses frequently?
Yes. Create it in Conversations β Message Templates, then insert and review it before sending.
Read the full guide βWhere should I investigate an SMS or MMS that did not arrive?
Open Analytics β Undelivered Messages and find the message by date, sender or contact; review its status and error.
Read the full guide βHow do I find a conversation or a message inside it?
Use Inbox search and channel filters to find the thread, then Search in conversation to locate a specific message.
Read the full guide βCan I schedule a message for later?
Yes. Schedule send lets you choose a future date and time; check the displayed time zone before confirming.
Read the full guide βCan I attach an image or file in a conversation?
Yes. Use the paperclip or + β File and follow the file requirements shown for the selected channel.
Read the full guide βIs STOP the only way to unsubscribe from texts?
No. Other clear requests to stop texts also count; the guide explains keywords and examples in English and Spanish.
Read the full guide βAI & Automation
Can I transcribe recordings and flag specific words?
Yes. Configure Call Transcription Insights in Settings β Integrations, including the phrases to detect and notification recipients.
Read the full guide βCan an AI assistant answer customer messages?
Yes. Create a Conversational Agent with your business information and enable the connected messaging channels it should answer.
Read the full guide βWhere can I review team scores and recurring objections?
Open AI β Call Intelligence to review the Agents leaderboard, Weekly Report and Objections from analyzed calls.
Read the full guide βCan I control an AI assistantβs tone, schedule and channels?
Yes. Edit the agentβs settings to define its responses, knowledge, rules, channels and schedule, then test the setup.
Read the full guide βCan my AI assistant use tools or connect to another system?
Yes. Configure supported actions in AI β AI Tools and enable the relevant tools in your agentβs settings.
Read the full guide βCan AI identify common reasons customers contact my business?
Yes. AI Discovery Engine reviews available conversations and transcripts, then reports patterns and suggested automation opportunities.
Read the full guide βCan I analyze call quality with AI?
Yes. Enable transcription, create a Call Intelligence analyst and select the numbers or extensions whose calls it should analyze.
Read the full guide βHow do I teach an AI assistant about my business?
Add website pages, questions and answers, or documents to a Knowledge Base, then assign it to the assistant.
Read the full guide βCan I receive an alert when an analyzed call needs attention?
Yes. Create a Post-Call Automation with the conditions and actions you want to apply to Call Intelligence results.
Read the full guide βIntegrations
Can my system receive events when calls happen?
Yes. Configure Calls webhook under Settings β Private Integrations β Webhooks using a working public HTTPS endpoint.
Read the full guide βCan my system receive incoming SMS and delivery events?
Yes. Configure SMS webhook in Private Integrations β Webhooks so your system receives supported messaging events.
Read the full guide βWhere do I create credentials for my own integration?
Open Settings β Private Integrations β Credentials; create a credential for your system and store its token securely.
Read the full guide βCan I answer Facebook and Instagram messages in Zonitel?
Yes. Connect your accounts in Settings β Integrations using the required Meta permissions, then test incoming messages in Conversations.
Read the full guide βCan I connect WhatsApp Business to Conversations?
Yes. Open the official WhatsApp integration, complete Meta authorization and number verification, then test the connected inbox.
Read the full guide βCan recordings, voicemails and faxes upload to Google Drive automatically?
Yes. Connect Google Drive in Settings β Integrations and choose which available file types to upload.
Read the full guide βCan I manage Google Business reviews from Zonitel?
Yes. Connect Google Business Reviews in Settings β Integrations with an account authorized to manage the business listing.
Read the full guide βCan I add a chat widget to my website?
Yes. Configure Settings β Live Chat, enable the integration and install the widget snippets provided in the Widget tab.
Read the full guide βCan my software send SMS or MMS through Zonitel?
Yes. Use the Private Integrations API with your credentials and a number on your account that is enabled for messaging.
Read the full guide βWhere can I see which integrations are available?
Open Settings β Integrations to review available and connected messaging, automation, scheduling, CRM and file services.
Read the full guide βWhich WhatsApp option should I use with my Zonitel number?
Use Zonitelβs official WhatsApp Business Platform integration; review number eligibility before attempting registration in the standalone mobile app.
Read the full guide βCan I sync call history and recordings with my software?
Yes. The Private Integrations API provides call history and available recordings or transcriptions, with webhooks for supported call events.
Read the full guide βCan call recordings be filed automatically in QQCatalyst?
Yes. Enable QQCatalyst and automatic recording uploads in Integrations; recordings must exist, and uploads run hourly.
Read the full guide βCan Appointlet bookings appear in my Zonitel calendars?
Yes. Connect Appointlet in Settings β Integrations to bring new bookings into your calendars and use the configured SMS notification.
Read the full guide βMobile app
Can I call from my cell while showing my business number?
Yes. Use the Zonitel app and review Calling Mode; Cellular mode also requires your mobile number to be configured.
Read the full guide βWhere do I download the Zonitel mobile app?
Install Zonitel from the App Store or Google Play, sign in with your account and allow notifications.
Read the full guide βWhat can I manage from the mobile app?
The app provides business calls, voicemail, messages, contacts, fax and account settings, according to your services and permissions.
Read the full guide βFax
Can I send a fax without a fax machine?
Yes. Open Fax β Send fax, choose your fax line, add the recipient and attach the documents before sending.
Read the full guide βWhere can I find and organize received faxes?
Open Fax β Inbox to search received faxes, open their PDFs and organize them with notes, labels or flags.
Read the full guide βCan fax notifications go to more than one email address?
Yes. In Fax β Configuration, edit the lineβs Notification Email and separate the addresses with commas.
Read the full guide βHow do I know whether a fax was delivered?
Check Fax β Sent: SENT confirms delivery to the receiving fax machine; FAILED means it did not get through.
Read the full guide βCan I review fax usage without deleting archived faxes?
Yes. Fax β Report shows fax and page totals; archiving keeps documents available and does not change their recorded usage.
Read the full guide βSecurity & Privacy
Can I add a verification code to my portal login?
Yes. Open My Profile β Two-factor, configure your authenticator and verify its code to complete setup.
Read the full guide βHow do I reset a forgotten portal password?
Choose Forgot password? on the sign-in page, enter your login email and follow the reset link sent to you.
Read the full guide βBilling & Accounts
Can I pay an invoice manually?
Yes. Open Settings β Billing β Invoices, review the invoice and submit payment with your chosen method.
Read the full guide βWhere do I add or manage a payment method?
Open Settings β Billing β Payment methods to manage saved methods; the guide also explains adding a bank account during payment.
Read the full guide βCan I upgrade or downgrade my phone plan?
Yes. Contact our team to confirm the requested changes, pricing and effective date before the change is applied.
Read the full guide βWhere can I review invoices and past payments?
Open Settings β Billing; Invoices shows your bills and Payments made shows your payment history for the selected location.
Read the full guide βCan I turn off automatic invoice payments?
Yes. In Billing β Payment methods, choose Actions β Stop Recurrent Billing; you will need to pay invoices manually.
Read the full guide βCan I set up automatic invoice payments?
Yes. In Billing β Payment methods, select Actions β Use for Recurring Billing for the card you want to use.
Read the full guide βWhere can I check my available AI balance?
Open Settings β AI Wallet to review your plan balance, extra balance and AI charges.
Read the full guide βWhere can I check or add Group Messages credits?
Open Conversations β Group Messages; review Remaining Text Messages and use Add Messages to purchase more when needed.
Read the full guide βCalling Features & Devices
Can I temporarily stop my desk phone from ringing?
Yes. Dial *78 to enable Do Not Disturb and *79 to disable it; wait for confirmation.
Read the full guide βCan I speak with two other people on one desk-phone call?
Yes, on supported setups. Use your phoneβs Conference control to call the second person and join the conversations.
Read the full guide βCan I make an intercom announcement to one extension?
Yes. Dial *8 followed by the extension; automatic answering depends on the receiving phoneβs settings.
Read the full guide βCan a teammate retrieve a call from another phone?
Yes. Call Park places the call in a shared waiting location that another configured phone can retrieve.
Read the full guide βWhat should I check if my desk phone does not ring?
Check power and network status, ringer volume, Do Not Disturb and forwarding; note the exact screen message if service is unavailable.
Read the full guide βCan I answer a second call without joining the callers?
Yes, when call waiting is available. Keep one call on Hold while speaking on the other, then select it to Resume.
Read the full guide βWhat should I check if call audio is missing?
Check Mute, Hold, the selected handset or headset, its connection and the volume during an active call.
Read the full guide βWhat do the lights beside extension buttons mean?
BLF indicators show a configured lineβs state; colors and button actions depend on your phone model and setup.
Read the full guide βHow do I return a missed call from my desk phone?
Open History, Recent Calls or Recents, review the missed-call entry and use the displayed calling control.
Read the full guide βCan I answer a call ringing at a teammateβs extension?
Yes, with pickup access. Dial ** followed by the ringing extension from your own extension and place the call.
Read the full guide βNumbers
What information is needed to transfer my phone numbers?
Prepare a recent provider bill, matching account details and the full list of numbers; our team confirms eligibility and timing.
Read the full guide βWhat should I do if my calls appear as spam or scam?
Document the label, affected receiving networks and example calls, then review your calling practices and the correction process in the guide.
Read the full guide βCan I block an unwanted number?
Yes. Open Calls β Blocked Numbers, choose Block number and enter the unwanted number with the correct country.
Read the full guide βCan I choose which business number an extension shows when calling?
Yes. Edit the extension in Settings β Extensions and choose its Outbound Caller ID Number.
Read the full guide βCan I change the business name displayed on outgoing calls?
Yes. Submit the name in the numberβs Caller ID settings; display and update timing depend on the receiving network.
Read the full guide βCalendars
Can I manage more than one calendar?
Yes. Create calendars in Calendars Config and select which ones to display in Calendar; hiding one does not stop bookings.
Read the full guide βCan I create appointments in the portal?
Yes. Calendar β New Event lets you create an appointment and optionally notify the customer by SMS.
Read the full guide βCan I control appointment hours, duration and unavailable dates?
Yes. Configure weekly availability, slot duration and blocked dates in Settings β Calendars Config for the relevant calendar.
Read the full guide βCan customers book an appointment themselves?
Yes. Create and publish a Booking Page in the calendar settings, then share its booking link or embed it on your website.
Read the full guide βCan appointments send automatic SMS reminders?
Yes. Create a Notification Template, load it with Notify Client in the appointment and review its messages and reminder times.
Read the full guide βHow does my AI assistant know which calendar to offer?
Describe each calendarβs services and booking purpose in its Appointment agents tab so the assistant can match the customerβs request.
Read the full guide βCan Google Calendar events appear in Zonitel?
Yes. Connect Google Calendar from each calendarβs Connections tab to import events and account for them in availability.
Read the full guide βAdministration
Can I invite a teammate and limit their access?
Yes. Use Settings β Users β Add User, assign the extension and required permissions, then send the invitation.
Read the full guide βCan reports be emailed to selected people on a schedule?
Yes. Configure recipients, report types and schedules in Settings β Notifications Config, then save the settings.
Read the full guide βWhere do I update my business details or time zone?
Open Settings β Business Settings; check the time zone carefully because it affects schedules and report timestamps.
Read the full guide βContacts
Will customers see my internal notes?
No. Contact Notes are for your team and do not send a message to the customer.
Read the full guide βCan I import contacts from a spreadsheet?
Yes. Contacts accepts CSV, XLS and XLSX imports; use the example template provided in the portal.
Read the full guide βCan new callers or texters become contacts automatically?
Yes. Open Contacts β Config and enable contact creation for incoming call events, message events or both.
Read the full guide βCan I organize contacts into reusable messaging lists?
Yes. Create a Contact List in Group Messages and add the intended contacts; inclusion in a list does not replace consent.
Read the full guide βAnalytics & Reports
Can I download a report of individual calls?
Yes. In Calls β All Calls, apply your filters and use Export to choose an available download range.
Read the full guide βCan I compare call activity by extension or business number?
Yes. Open Analytics β Call Summary, choose the report and period, then review the results.
Read the full guide βWhere can I find ready-made usage reports?
Open Analytics β Custom Reports for prepared call, conversation and fax reports.
Read the full guide βCan I review positive, neutral and negative call sentiment?
Yes. Analytics β Call Analytics shows sentiment for analyzed calls; AI results may contain errors and should be reviewed in context.
Read the full guide βCan I filter messaging activity by user, number or direction?
Yes. Open Analytics β Messaging Insight and combine the available filters to review matching SMS and MMS records.
Read the full guide βWhere can I see what used my AI balance?
Open Analytics β AI Usage, choose the period and work type, then review spending and item details.
Read the full guide β